Juan Diego Zarruk

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-04
AR	RA	APPROVED	2026-04-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Springdale	AR	05/2026	Present
Dillards Inc.	Fayetteville	AR	01/2021	08/2021
Jimmy Johns	Springdale	AR	08/2016	07/2021
Subway	Fayetteville	AR	10/2016	06/2017
Nwa Outdoors Llc	Fayetteville	AR	06/2021	09/2021
The Point Financial Group Inc.	Springdale	AR	09/2021	03/2026
Lpl Financial Llc	Springdale	AR	08/2021	03/2026
Northwest Arkansas Community College	Bentonville	AR	07/2016	05/2018
University Of Arkansas	Fayetteville	AR	08/2018	07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Springdale	AR	03/2026	Present

05/2026 → Present

Bank Of America, N.A.

Springdale, AR
01/2021 → 08/2021

Dillards Inc.

Fayetteville, AR
08/2016 → 07/2021

Jimmy Johns

Springdale, AR
10/2016 → 06/2017

Subway

Fayetteville, AR
06/2021 → 09/2021

Nwa Outdoors Llc

Fayetteville, AR
09/2021 → 03/2026

The Point Financial Group Inc.

Springdale, AR
08/2021 → 03/2026

Lpl Financial Llc

Springdale, AR
07/2016 → 05/2018

Northwest Arkansas Community College

Bentonville, AR
08/2018 → 07/2021

University Of Arkansas

Fayetteville, AR
03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Springdale, AR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-30

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